Retirement Plan Client Success Specialist

Fairygodboss; Florham Park (NJ); On-site; USD 40,000 - 55,000; Full time

Job summary

Fairygodboss in Florham Park, NJ is seeking a Client Service Specialist to manage client relationships for retirement plans. This role requires excellent customer service skills, the ability to work in a fast-paced environment, and proficiency with Microsoft Office tools.

The successful candidate will help clients with service delivery, compliance testing, and plan changes, ensuring high levels of client satisfaction and retention.

Qualifications

• Experience up to 1 year in client service environment.
• Ability to analyze data and spreadsheets.
• Experience with ADP payroll and 401(k) is a plus.

Responsibilities

• Act as the primary contact for retirement plans and provide customer service.
• Communicate compliance testing results and recommend improvements.
• Assist clients in meeting year-end requirements and compliance.

Skills

Client service experience

Problem-solving skills

Time management

Oral communication

Written communication

Education

Bachelor's Degree or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Fairygodboss in Florham Park, NJ is seeking a Client Service Specialist to manage client relationships for retirement plans. This role requires excellent customer service skills, the ability to work in a fast-paced environment, and proficiency with Microsoft Office tools.

The successful candidate will help clients with service delivery, compliance testing, and plan changes, ensuring high levels of client satisfaction and retention.